Please join us for one of these free retirement seminars!
For union members covered by TRA or PERA defined benefit pension plans
Topics to be discussed:
Pension education
- Learn how benefits are calculated.
- Understand defined benefit pension plans.
Financial planning
- What can you expect from Social Security?
- Tax-deferred and tax-free savings.
- Asset allocation and asset management/diversification/performance and fees.
- 403(b) match and severance payment options.
Presented by: EFS Advisors
May 2022 virtual sessions
May 11
EdMN ESPs (PERA only)
Register online
May 12
Woodbury (TRA only)
Register online
May 16
MFT teachers (TRA only)
Register online
May 17
MFT ESPs (PERA only)
Register online
May 18
Willmar (TRA only)
Register online
May 24
St. Paul teachers (TRA only)
Register online
May 25
St. Paul ESPs (PERA only)
Register online
June 2022 in-person sessions
June 20
Chaska (TRA & PERA)
Register online
June 21
Rochester (TRA only)
Register online
June 28
St. Cloud (TRA only)
Register online
June 29
Vadnais Heights (TRA & PERA)
Register online
July 2022 in -person sessions
July 12
Bemidji (TRA only)
Register online
July 13
Duluth (TRA only)
Register online
July 25
Detroit Lakes (TRA only)
Register online
July 26
Marshall (TRA only)
Register online
You can also RSVP to Deborah Skog by email or phone: 651-292-4896.
Please let us know how we can accommodate any special requests or needs that you may have.
- Leave your name(s), phone number and which session you would like to attend.
- Limited seating so registration is required.
- Spouses and guests are welcome.
EFS Advisors is the ESI-sponsored financial and retirement planning program provider for members. Licensed advisors work with members to provide professional financial and retirement planning advice and services. All financial products are carefully selected and monitored by EFS Advisors and ESI.
For more information on EFS Advisors:
Call 877-403-2374 or 763-689-9023, Visit EFS Advisors online, Find an EFS Advisor near you.
Securities offered through Advanced Advisor Group, Member FINRA & SIPC Investment Advisory Services offered through Educators Financial Services, a registered investment advisor. 440 Emerson St N Ste 4 | Cambridge MN 55008 | (877) 403-2374 Advanced Advisor Group and Educators Financial Services are affiliates under common control D/B/A EFS Advisors and are not affiliated with Education Minnesota/ESI